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Agreeing a fair share; Shareholders’ Agreements

Author: by Catriona Wheeler, partner, Andrew & Co LLP, Lincs
Last Updated: 11/10/2011 12:23:45 PM

Summary

How many people own shares in your company? If it’s more than one, have you thought about what happens if one of you wants to leave, or dies, or if you don’t agree on the direction your business should take? All too often it is only when these issues come up that owner-managers realise that it would have been useful to think of them earlier and cover them in a shareholders’ agreement.

Article

Shareholders' agreements are useful arrangements that can be tailored to suit the needs of each individual company.

Many do not realise that simply because they own more shares than the other shareholders this does not give them the right to out vote the others at board meetings. An agreement could say that there are certain decisions which may only be taken with the agreement of a particular shareholder. Or it could say that there are decisions which can only be taken with the agreement of them all, instead of the majority of the directors. These could be whatever is identified as being important to the shareholders when the agreement is drafted and could include matters such as large capital outlays, hiring senior staff or disposing of the business.

In a company in which no one person has a majority of the shares there is still always a risk that two or more shareholders might act together to form a majority which could appoint or remove directors. It is usually advisable that each shareholder has a right to appoint themselves as a director. This right can be given in the articles of association or in an agreement.

Some companies have a straightforward 50/50 split so that the two shareholders are the only directors. If those two have a disagreement as to how the company's future is best served they might end in deadlock with the board unable to proceed to decisions either way. In that case a shareholders' agreement can assist, often by providing a procedure to allow for discussion and resolution, but if that is unsuccessful it can allow an exit strategy. These exit strategies can have dramatic names such as Russian Roulette and Mexican standoff, but their purpose is ultimately to allow the company to survive with one shareholder taking it forward and the other receiving a fair value for his share of the business.

Shareholders do not always wish to continue in business together indefinitely. Most standard articles of association do not allow for exit strategies with the result that a shareholder can be trapped in the company with no way of realising his investment. An agreement can allow for a system of a fair value being set for the shares and a procedure for payments which is affordable to all parties. It would also provide for protection of the company from that shareholder setting up in completion by putting into place agreed restrictions on shareholders who leave.

Any company wishing to discuss shareholders' agreements can contact Andrew & Co LLP on either 01636 673743 or 01522 512123.

 

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Catriona Wheeler

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